See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $100,596 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $8,414 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,144 | $69,159+14.4% | $125,175-36.8% | $67,579+17.1% |
| Participation rate | 89.8% | 78.2%+11.6pp | 79.8%+10.0pp | 71.3%+18.5pp |
| Annual return | 24.09% | 27.12%-3.0pp | 43.79%-19.7pp | 378.56%-354.5pp |
| Employer contribution / active EE | $1,116 | $2,023-44.8% | $3,865-71.1% | $2,148-48.0% |
| Participant deferral / active EE | $3,166 | $3,700-14.4% | $4,937-35.9% | $3,539-10.6% |
| Admin fee / account holder | $184 | $142+29.7% | $9,702-98.1% | $142+29.2% |